Case study · Service 03 · Strategic sourcing & solution selection
Selecting modern platforms for stakeholder, finance, HR and pay services
Two connected engagements supported modernization of a national arts organization’s enterprise platforms. One addressed a legacy stakeholder, CRM-like information, and reporting environment with broad external-user impacts; the other focused on an integrated finance, HR, and payroll solution. Both required disciplined sourcing and preparation for implementation—not simply a feature comparison.
Led or supported by the founder. Sensitive client details are anonymized.
- Setting
- National arts organization
- Scope
- Two enterprise platform selections
- Functions
- CRM, finance, HR, pay, and reporting
The engagement
From complexity to an actionable path.
The work was structured around the organization’s operating context, existing constraints, and the decisions leaders and delivery teams needed to make. The scope and deliverables reflect the work performed.
Workstreams
What was delivered
Work products built for decisions and delivery.
- 01
Target-state vision and operating-model recommendations
- 02
Requirements translated into epics, features, use cases, user stories, specifications, and demonstration scenarios
- 03
RFPs and statements of work with structured evaluation frameworks and supporting templates
- 04
Options analysis covering upgrade, commercial off-the-shelf, and bespoke approaches
- 05
Vendor evaluation materials, demonstration observations, reference checks, and due-diligence inputs
- 06
Preliminary project charter, success criteria, stakeholder analysis, risk plan, schedule, and implementation roadmap
Outcomes
What the work enabled.
- Enabled objective comparison of enterprise solutions against agreed business and technical needs.
- Connected sourcing decisions to data integration, automation, reporting, stakeholder impacts, and future operating processes.
- Established governance and implementation foundations early enough to reduce post-selection ambiguity.
What decision or transformation is in front of you?
Share the context, the challenge, or simply where you need greater clarity. We’ll start with a focused conversation.